Answering some basic questions will enable us to find a more suitable financial advisor match for your specific needs. Your information will remain private and confidential.
Sometimes a pre screened local advisor may not be the most suitable match and may limit the options for your specific needs. Your information will remain private and confidential.
Our advisors specialize at handling different asset levels. Your portfolio size is required for a successful match. Your information will remain private and confidential.
Double checking that we got the location right. Your Information will be sent to 1-3 matched advisors only. Your privacy is important to us.
Required for advisor match and connect. By submitting personal information through the Site, you agree to our "Terms of Service" and consent to receiving emails, phone calls, and/or text messages from PaladinRegistry and up to 3 financial advisors related to your request. Your privacy is important to us.
Financial advisors specialize at providing specific financial services. Your information helps us find you the right advisor to suit your needs.
Who We Are
Paladin Research and Registry was founded in 2003. We are an
independent source of free information about financial advisors and we
provide services and tools that help consumers select the best
financial advisors to help them achieve their financial goals.
Our most popular service is a proprietary program that vets
financial advisor credentials, ethics, business practices and services,
and matches investors to suitable financial fiduciaries based on mutual
requirements.
What We Do
We make it easy and convenient for consumers to find and connect with pre-screened financial advisors in their area.
Why Use Us
No Cost: Our Advisor Match Service is free to consumers.
No Obligation: You are not obligated to hire any financial advisor that is matched to you.
Confidential: Your information is not shared with anyone other than the advisors.
Saves You Time: You only talk to pre-screened advisors that match your financial needs.
Our service is Free; we have nothing to sell you
We vet and document advisor qualifications for you
You interview competent, ethical financial advisors